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Description
Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.
Description
Effortlessly invoice your clients in mere seconds and send emails complete with attachments. Quickly generate invoices based on the time you’ve recorded to enhance your cash flow, as faster billing leads to quicker payments. Facilitate online payment acceptance and create professional estimates within moments. Leverage existing templates for client approval to optimize your workflow. With just one click, transform estimates into invoices seamlessly. Capture and upload receipts using either your mobile device or desktop computer, and categorize your expenses into custom classifications tailored to your business needs. Generate reports during tax season to save valuable time and accept online payments via credit cards, with support for multiple payment gateways to choose from. Monitor offline payments and conveniently email payment receipts to your clients. Keep accurate track of your time with various views and timers available, and utilize timesheets with an option for client or administrator approval. Set up reminders for any missed timesheets, and benefit from auto-populated timesheets for swift data entry, enhancing overall efficiency in your billing process. This streamlined approach not only simplifies your financial management but also contributes to a more organized business operation.
API Access
Has API
API Access
Has API
Integrations
Docusign
Dropbox
Google Calendar
Mailchimp
Microsoft 365
Microsoft SharePoint
Xero
Integrations
Docusign
Dropbox
Google Calendar
Mailchimp
Microsoft 365
Microsoft SharePoint
Xero
Pricing Details
$20 per year
Free Trial
Free Version
Pricing Details
$7 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Qpod Solutions
Founded
2016
Country
Australia
Website
quiddityapp.com.au
Vendor Details
Company Name
Indasil Solutions
Founded
2014
Country
United States
Website
www.billmywork.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator